Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COCXF (Chocoladefabriken Lindt & Sprüngli AG) | 2.88% | 32.72% | 13.16% | 9.04% | 8.47% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COCXF (Chocoladefabriken Lindt & Sprüngli AG) | 06/19/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.72 | 13.16 | 9.04 | 8.47 | NA | NA | … | … | 2.88 | 28.21 | -3.56 | 15.81 | 4.65 | 13.71 | 9.30 | -0.38 | 18.07 | 0.04 | 1.12 | 28.29 | 4.15 | 95.39 | 0.00 |
| Sharpe Ratio | NA | 1.16 | 0.57 | 0.37 | 0.50 | NA | NA | … | … | 1.47 | 0.97 | -1.19 | 0.93 | 0.13 | 1.18 | 1.37 | -0.97 | 1.35 | -14.78 | 0.81 | 1.45 | 1.06 | 1.95 | 0.00 |
| Standard Deviation(%) | NA | 25.89 | 17.34 | 17.65 | 13.75 | NA | NA | … | … | 3.18 | 26.35 | 6.06 | 13.20 | 25.61 | 11.57 | 6.59 | 1.92 | 12.45 | 0.04 | 1.11 | 19.47 | 3.90 | 48.96 | NA |
| Draw Down(%) | NA | 0.50 | 8.05 | 17.08 | 17.08 | NA | NA | … | … | 0.00 | 3.37 | 5.65 | 0.00 | 17.08 | 0.00 | 1.34 | 1.57 | 0.00 | 0.00 | 0.00 | 3.39 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.13 | 2.01 | 1.87 | 1.93 | 3.70 | 2.77 | … | … | 1.65 | 1.88 | 1.52 | 1.61 | 1.46 | 1.50 | 1.54 | 1.19 | 1.29 | 0.04 | 1.11 | 1.27 | 0.17 | 0.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCXF (Chocoladefabriken Lindt & Sprüngli AG) |
-1.09%
Feb 2022 – Feb 2025 |
5.40%
Oct 2015 – Oct 2020 |
5.56%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCXF (Chocoladefabriken Lindt & Sprüngli AG) |
38.14%
Apr 2013 – Apr 2016 |
21.44%
Jul 2012 – Jul 2017 |
16.49%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart